GINNY BROWN-WAITE

GINNY BROWN-WAITE Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 60 assets.

Est. Net Worth
$1.1M
2010 annual disclosure
Total Assets
$486K - $1.8M
60 assets
Total Liabilities
$0
0 liabilities
Total Trades
33
From PTR filings
Trade Volume
$1M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.5M
2009$852K
2009$818K
2010$1.1M

Assets by Category

Bank & Cash$499K (9)
Mutual Funds$252K (14)
Retirement & Pension$146K (18)
Gov. Securities$140K (6)
Stocks$83K (12)
Other$501 (1)

Top Stock Holdings (from trades)

All Assets (60)

AssetValue
$1,001 - $15,000
Ameritrade Money Market
$15,001 - $50,000
$1,001 - $15,000
Bank of America Checking and Money Market
$15,001 - $50,000
Blackrock FL Municipal Trust
$15,001 - $50,000
Bond Fund of America
$15,001 - $50,000
Capital One Money Market
$100,001 - $250,000
Charles Schwab Bank Money Market
$1 - $1,000
$1,001 - $15,000
N/A
Collier County Cap Imp
$15,001 - $50,000
Congressional Credit Union
$1,001 - $15,000
Cortez Bank CD
N/A
Cortez Community Bank Stock
$1 - $1,000
Discover Money Market
$50,000 - $100,000
Dreyfus Research Growth Fund
$1,001 - $15,000
Franklin Dynatech Fund
$15,001 - $50,000
Franklin Flex Cap Growth Fund
$1,001 - $15,000
$5,001 - $15,000
Hernando Tax Certificate
$1 - $1,000
$1,001 - $15,000
ING Direct - Money Market
$100,001 - $250,000
$1 - $1,000
$1,001 - $15,000
IRA - Cap Inc. Builders (mutual fund)
$1,001 - $15,000
$1,001 - $15,000
IRA - Dreyfus Midcap Value
$1,001 - $15,000
IRA - Dreyfus Small Company Value
$1,001 - $15,000
$1,001 - $15,000
IRA - Edward Jones Cash Account
N/A
Franklin Emerging Markets Debt Fund
$1,001 - $15,000
IRA - Euro-Pacific Fund (mutual fund)
$1,001 - $15,000
Janus Fundamental Inv (mutual fund)
$15,001 - $50,000
IRA - Growth Fund (mutual fund)
$1,001 - $15,000
$1 - $1,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
IRA - VanKampen AmValue (mutual fund)
$1,001 - $15,000
IRA - VanKampen Comstock (mutual fund)
$15,001 - $50,000
IRA - VanKampen Equity (mutual fund)
$15,001 - $50,000
IRA - VanKampen Int. Growth (mutual fund)
$1,001 - $15,000
IRA - VanKampen Mid Cap Growth (mutual fund)
$1,001 - $15,000
JEA FLA Water and Sewer
$15,001 - $50,000
John Hancock Govt
$1,001 - $15,000
Lee County School Board
$15,000 - $50,000
$1,001 - $15,000
Miami Dade Arena Bonds
N/A
Money Market - Edward Jones ($1,000) on 09/01/2023 (purchased in 09 for less than $1,000)
$1 - $1,000
Roth IRA - Cap, Inc. Bldr. (mutual fund)
$1 - $1,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
US Savings Bond
$15,000 - $50,000
$1,001 - $15,000
Warrick County, Ind Bond
$5,000 - $15,000

Trading Sector Allocation (from PTR trades)

Technology$56K
Industrials$8K
Financial Services$16K
Consumer Cyclical$16K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).
GINNY BROWN-WAITE Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker